Bancassurance Financial Advisor – HMO, Rice Subsidy & Bonuses
HRTX
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Benefits offered by this job
Job summary
HRTX is seeking a knowledgeable Insurance Agent / Bancassurance / Financial Advisor to join our dynamic team in the Philippines. You will assess clients' financial needs, develop tailored plans, and provide guidance on investments, retirement planning, and insurance.
Build long-term relationships and help clients reach their financial goals. In this full-time role, you will meet with clients, design personalized strategies, review plans, stay informed on market trends and regulations, and ensure
Qualifications
- Experience in selling insurance and bancassurance products.
- Ability to develop comprehensive financial plans for clients.
- Strong client relationship management and communication skills.
- Knowledge of investment strategies, retirement planning and tax considerations.
- Familiarity with industry regulations and compliance requirements.
Responsibilities
- Meet with clients to assess financial situation, goals and risk tolerance.
- Develop and recommend personalized financial plans and investment strategies.
- Provide advice on retirement planning, insurance, and other financial services.
- Regularly review and adjust plans based on client progress and market changes.
- Maintain up-to-date knowledge of products, market trends, and regulations.
- Build and maintain strong client relationships through regular communication.
Skills
Job description
HRTX is seeking a knowledgeable Insurance Agent / Bancassurance / Financial Advisor to join our dynamic team in the Philippines. You will assess clients' financial needs, develop tailored plans, and provide guidance on investments, retirement planning, and insurance.
Build long-term relationships and help clients reach their financial goals. In this full-time role, you will meet with clients, design personalized strategies, review plans, stay informed on market trends and regulations, and ensure
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